Ridgecrest Wealth Partners’s Tesla TSLA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.55M | Sell |
4,881
-200
| -4% | -$63.5K | 0.82% | 28 |
|
2025
Q1 | $1.32M | Buy |
5,081
+562
| +12% | +$146K | 0.69% | 34 |
|
2024
Q4 | $1.83M | Sell |
4,519
-988
| -18% | -$399K | 0.99% | 20 |
|
2024
Q3 | $1.44M | Buy |
5,507
+1,617
| +42% | +$423K | 0.75% | 27 |
|
2024
Q2 | $770K | Hold |
3,890
| – | – | 0.46% | 45 |
|
2024
Q1 | $684K | Sell |
3,890
-269
| -6% | -$47.3K | 0.41% | 50 |
|
2023
Q4 | $1.03M | Buy |
4,159
+1,215
| +41% | +$302K | 0.68% | 33 |
|
2023
Q3 | $737K | Buy |
2,944
+340
| +13% | +$85.1K | 0.52% | 42 |
|
2023
Q2 | $682K | Sell |
2,604
-1,328
| -34% | -$348K | 0.45% | 46 |
|
2023
Q1 | $816K | Buy |
3,932
+67
| +2% | +$13.9K | 0.58% | 34 |
|
2022
Q4 | $476K | Sell |
3,865
-1,010
| -21% | -$124K | 0.36% | 52 |
|
2022
Q3 | $1.29M | Buy |
4,875
+201
| +4% | +$53.3K | 1.05% | 23 |
|
2022
Q2 | $1.05M | Buy |
4,674
+660
| +16% | +$148K | 0.76% | 34 |
|
2022
Q1 | $1.44M | Sell |
4,014
-165
| -4% | -$59.3K | 0.92% | 30 |
|
2021
Q4 | $1.47M | Sell |
4,179
-4,353
| -51% | -$1.53M | 0.72% | 33 |
|
2021
Q3 | $2.21M | Sell |
8,532
-99
| -1% | -$25.6K | 1.2% | 23 |
|
2021
Q2 | $1.96M | Buy |
8,631
+96
| +1% | +$21.7K | 1.22% | 23 |
|
2021
Q1 | $1.9M | Buy |
+8,535
| New | +$1.9M | 1.81% | 16 |
|